Golden State Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
4,691
+280
| +6% | +$34.3K | 0.07% | 206 |
|
|
2025
Q1 | $402K | Buy |
4,411
+1,558
| +55% | +$142K | 0.06% | 238 |
|
|
2024
Q4 | $329K | Buy |
+2,853
| New | +$329K | 0.05% | 263 |
|
|
2020
Q2 | – | Sell |
-331
| Closed | -$7K | – | 327 |
|
|
2020
Q1 | $7K | Buy |
+331
| New | +$7K | ﹤0.01% | 678 |
|
|
2019
Q4 | – | Sell |
-1,872
| Closed | -$49K | – | 233 |
|
|
2019
Q3 | $49K | Sell |
1,872
-5,327
| -74% | -$139K | 0.02% | 429 |
|
|
2019
Q2 | $185K | Hold |
7,199
| – | – | 0.06% | 236 |
|
|
2019
Q1 | $214K | Buy |
+7,199
| New | +$214K | 0.07% | 217 |
|